Kestra Private Wealth Services LLC Boosts Position in iShares Core U.S. Aggregate Bond ETF $AGG

Kestra Private Wealth Services LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 1.3% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 629,384 shares of the company’s stock after acquiring an additional 8,094 shares during the quarter. iShares Core U.S. Aggregate Bond ETF makes up 0.8% of Kestra Private Wealth Services LLC’s portfolio, making the stock its 21st biggest holding. Kestra Private Wealth Services LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $62,479,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Kampmann Melissa S. increased its position in shares of iShares Core U.S. Aggregate Bond ETF by 1.0% during the 4th quarter. Kampmann Melissa S. now owns 10,508 shares of the company’s stock valued at $1,051,000 after purchasing an additional 100 shares during the last quarter. Stephens Consulting LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 9.4% in the fourth quarter. Stephens Consulting LLC now owns 1,288 shares of the company’s stock worth $129,000 after buying an additional 111 shares during the last quarter. Hoge Financial Services LLC boosted its holdings in shares of iShares Core U.S. Aggregate Bond ETF by 1.3% in the fourth quarter. Hoge Financial Services LLC now owns 8,521 shares of the company’s stock worth $851,000 after buying an additional 111 shares during the last quarter. Aprio Wealth Management LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.0% during the third quarter. Aprio Wealth Management LLC now owns 10,975 shares of the company’s stock valued at $1,100,000 after buying an additional 114 shares during the period. Finally, Retirement Planning Group LLC grew its position in iShares Core U.S. Aggregate Bond ETF by 1.7% during the fourth quarter. Retirement Planning Group LLC now owns 6,640 shares of the company’s stock valued at $663,000 after buying an additional 114 shares during the period. 83.63% of the stock is owned by hedge funds and other institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.5%

Shares of AGG stock opened at $99.19 on Thursday. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.51 and a 12 month high of $101.46. The stock has a market cap of $135.52 billion, a P/E ratio of 124.57 and a beta of 0.25. The company has a 50 day simple moving average of $98.86 and a two-hundred day simple moving average of $99.58.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.